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Productivity & Tools

Odoo Cockpit

Run Odoo from one page: personal and team dashboards, one-click actions, analyses (RFM, Pareto, forecast...), field sales cockpit and an optional AI assistant.

20.0 19.0 18.0 17.0
Odoo Cockpit
Odoo Cockpit

Présentation du module

Nalios
Odoo Gold Partner · Belgium

/ Odoo 20 · Productivity

Odoo Cockpit

Your whole Odoo, one screen. Personal and team dashboards built in clicks on any data, work lists with one-click actions, nine ready-made analyses, a field sales cockpit and an optional AI assistant.

Any Odoo modelNo-code builder9 analysesTeam spacesOptional AICommunity & Enterprise

Your home page

Open Odoo. See what matters.

Every user lands on a page they configure: activity by country or region, key indicators, useful links and the alerts that need an answer today.

Home page: activity map, breakdown by country, useful links and indicators

Coverage

One app. Every daily need.

What users get, and what managers configure for them.

Feature Users Managers
Personal home page (map, indicators, useful links, alerts)✔✔
Dashboards on any Odoo model (built in clicks, drag & drop layout)✔✔
Formulas, linked fields, comparisons (previous period, same period last year)✔✔
Work lists with one-click buttons (confirm, validate, mark as won...)✔configures
Nine ready-made analyses (RFM, Pareto, forecast, revenue bridge...)✔✔
Team spaces (imposed dashboards and home page per team)—✔
My day (meetings, travel times, nearby visit suggestions)✔✔
Account map & potential levels (unvisited priorities, weekly visit target)✔✔
Visit reports (configurable templates, history of previous visits)✔✔
Custom forms on any record (inspection, intervention, call report… opened from a work list button)✔configures
Alert rules (out-of-stock quotes, overdue invoices, urgent tickets, your own rules)✔configures
AI assistant (optional) (describe what you need, get ready-to-add widgets)✔configures
Sales cockpit dashboard: KPIs with period comparison, charts, rankings and work lists

Setup

Up and running in 3 steps

1

Install and open Cockpit

Your home page is ready at once: activity map, indicators, useful links and alerts, computed from the apps you already use.

2

Start from a template

Sales, deliveries, support, production, accounting, purchase or a personal workspace: each dashboard is created with its widgets in one click.

3

Make it yours

Add widgets on any data, drag them where you want, share a dashboard with your company or impose it on a team.

Dashboard templates: sales, deliveries, support, production, accounting, purchase, my workspace

Differentiators

Why Cockpit is different

Any data, step by step

Pick any Odoo model, choose how to show it (key figure, bars, curve, pie, funnel, gauge, ranking, work list) and see a live preview. No SQL, no Studio, no developer.

Real formulas

sum(), avg(), min(), max() and count combined with + - * / and parentheses. Group by linked fields (customer › country) and compare with the previous period or last year.

Action where you look

Work lists come with buttons such as Confirm or Mark as won. Managers choose the buttons; they always run with the rights of the user who clicks.

Teams, not just users

Give each team its own home page and dashboards. Members always see them and can duplicate them to build their own version.

Made for the field

My day with travel times between meetings, a map of accounts by potential, visit reports on your own templates and alerts that suggest the next action. The same forms can be filled on any record, straight from a work list.

Your AI, your choice

The assistant is off by default. Turn it on with your own key for Anthropic, OpenAI, Gemini, Mistral or any OpenAI-compatible service. It proposes; you decide.

Widget builder: any model, formula, grouping by a linked field and comparison with last year, with live preview

Analyses

Nine analyses, ready to use

01

Customer health

Champions, customers at risk and lost customers, with one-click follow-up activities.

02

Revenue bridge

Why the result moved: new, growing, declining and lost customers.

03

Conversion path

From lead to payment: volumes, conversion rates and delays.

04

Pareto / ABC

The few customers or products that make most of the result.

05

Calendar heatmap

One square per day to spot peaks, gaps and seasons.

06

Heat matrix

Two dimensions crossed, the strongest cells highlighted.

07

Forecast

Where you will land: done so far, run rate and weighted pipeline.

08

Leaderboard

Each salesperson against the target and the previous period.

09

Timeline

Upcoming deadlines on a time line, late ones in red.

Pick a source, drop it on a dashboard. No configuration needed.

Customer health, revenue bridge, conversion path, Pareto and calendar heatmap
Forecast against target, leaderboard and average basket by country compared with last year

AI assistant · optional

Ask in plain words. Get widgets.

Describe what you want to follow. The assistant proposes widgets built on your real Odoo data; you preview them with your own access rights and add the ones you like. It is off by default and uses your own API key.

Anthropic ClaudeOpenAIGoogle GeminiMistralAny OpenAI-compatible service
AI assistant: three widget proposals from a plain-language question

Out on the road?

My day lays out your meetings on a map with travel times and flags the ones you cannot reach on time. Open the route in Google Maps or Waze, see the accounts nearby worth a visit, and write the visit report on your phone, by voice if you like.

My day: meetings, travel times and route on the map

Under the hood

Technical highlights

ArchitectureNative Odoo module: OWL components and standard ORM calls. No external server, no extra database.
SecurityTwo groups (user and manager). Every widget, work list and button respects Odoo access rights and record rules.
AppsRequires only web, mail, calendar, base_geolocalize and sales_team. Sales, CRM, Invoicing, Helpdesk, Inventory, Purchase and Manufacturing are optional: the matching widgets appear when the app is installed.
MapsLeaflet bundled in the module, OpenStreetMap tiles. Customers are geolocated with the standard Odoo geolocation.
CalendarWorks with plain Odoo calendar events, with or without Outlook or Google synchronization.
Currencies & languagesAmounts converted to the company currency. English and French included.
AI (optional)Anthropic Claude (requires the anthropic Python package), OpenAI, Google Gemini, Mistral or any OpenAI-compatible endpoint. Nothing is sent until a user asks a question.
CompatibilityOdoo 20 Community & Enterprise, Odoo.sh and On Premise. PostgreSQL 16 or later, as required by Odoo 20.

A question? A problem? Talk to the people who built it.

We will get back to you within 8 business hours.

Contact us

Email us directly at

[email protected]

Published by

Nalios — Odoo Gold Partner, Belgium — nalios.be